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Overview

You can use workflow triggers to help automate your documentation process and flexibly respond to workflow events. For example, you can use a trigger to automatically send an email when a page is submitted for review.

Triggers can be added to

listen for workflow events
check for a set condition or conditions to be met for each event
set one or more actions for each event

You can include one or more workflow triggers in a custom workflow. Triggers are A workflow trigger is added as JSON code using workflow builder or the JSON editor and can be used to create a more flexible and responsive workflow in Comala Document Management for Cloud.

Triggers

A JSON trigger contains three different properties

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Multiple triggers can be added to a workflow. A trigger for an event must include at least one or more actions.

Related Pages

Child pages (Children Display)

Using Workflow Builder

JSON trigger events

JSON trigger conditions

JSON trigger actions

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You can /wiki/spaces/CDMCD/pages/614010813.

cdmc_workflowbuilder_viusal_editworkflow_addtrigger_withvisualworkflowdiagram.png

Example

In a 4-state workflow, you might want the workflow to move immediately from a Rejected state to a more proactively named Triage state , rather than waiting for a user to manually transition the content.Image Removed

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You can use a trigger to listen for the state change event to the Rejected state and set the trigger action to immediately transition to the Triage state.

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The trigger can be added to a workflow using workflow builder but it must be added in JSON markup notationis created using JSON code.

Code Block
"triggers": [ {"event":"on-change-state", "conditions": [ {"state":"Rejected"} ], "actions": [ {"action":"change-state", "state":"Triage"} ]} ]

Info
If you want to add this trigger to a workflow using workflow builder, copy and paste the JSON code format (without the opening `"triggers":` JSON markup notation) to the Triggers dialog in the Edit Workflow panel in workflow builder.

There are a number of workflow events that can be

used in

added to a trigger

- see JSON Trigger events

. For each

event

trigger, you can set one or more conditions

- see JSON Trigger conditions

Trigger actions can be added to a single event- see JSON Trigger actions

Each action is enclosed in a pair of curly brackets { ... }. Multiple actions are added as a comma-separated list. This list of actions is then enclosed in a pair of square brackets [ ...].

For example:

"actions":[{"action":"action1"}, { "action": "action2"}]
"actions":[{"action":"change-state", "state":"Triage"}, {"action":"set-message", "type":"warning", "body":"Rejected content, triage actions required", "mode":"autoClose"}]

Info

, for example, to constrain a trigger to listen for an event that occurs in a particular state. One or more actions can be added to a workflow trigger that are undertaken when the event takes place.

Each trigger action can have a number of mandatory elements and optional elements depending on the action.

Trigger action and page workflow document activity

For audit purposes, both the rejected decision transition to the Rejected state and the subsequent trigger transition to Triage are recorded in the page document activity.

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Code Block

"triggers":
[
   {
      "event":"on-change-state",
      "conditions":[
         {
            "final":true
         }
      ],
      "actions":[
         {
            "action":"publish-page"
         },
         {
            "action":"send-email",
            "recipients":[
               "@document_user_reviewers@",
               "@document_group_reviewers@"
            ],
            "notification":{
               "subject":"${content.title} is in Review State",
               "title":"${content.title} is in Review State",
               "body":"Hello, ${content.link} in the ${content.space} space needs to be reviewed"
            }
         }
      ]
   }
]

If adding the JSON trigger using workflow builder there is no need to include the opening "triggers”: JSON markup notation, since it will be added by workflow builder.

The example above has one trigger, the trigger uses a generic event - a state change event - but the added condition sets the trigger to only listen for the state change event to the final state in the workflow.

Trigger One
Trigger event	WHEN the document changes state	`"event":"on-change-state"`
Trigger condition for the event	AND the new state is the final state	`"conditions":[ { "final":true } ]`
Trigger action†	THEN the page is published to a new space*	`"actions":[ { "action":"publish-page" }, ...`
Trigger action†	AND an email is sent	`... { "action":"send-email", "recipients":[ "@document_user_reviewers@", "@document_group_reviewers@" ], "notification":{ "subject":"${content.title} is in Review State", "title":"${content.title} is in Review State", "body":"Hello, ${content.link} in the ${content.space} space needs to be reviewed" }}]`
_*_{This publishing action using}`"publish-page"`_{is only available when the}_{Comala Publishing for Cloud app}_{is installed and the current space has been enabled as a draft space for publishing to target public space.} _{† Multiple trigger actions are added as a comma-separated list, each action enclosed in curly "{" brackets. The list of actions is then enclosed in square brackets e.g.} `"actions":[{"action":"action1"}, { "action": "action2"}]`

Trigger properties

A trigger contains three different properties.

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Events

The event name the trigger will listen for. These include:

"on-change-state"
"on-approve"
"on-reject"
"on-assign"
"on-unassign"
"on-expire"

When creating a workflow JSON trigger

you can add multiple events to a JSON "trigger"
you can only use each event type once in a JSON "trigger"

Conditions

One or more conditions that must be met for the trigger to perform the specified action(s) for an event.

"state": "(string value)"
"initial": (boolean true/false)
"final":(boolean true/false)

Code Block
"conditions":[{"state": "Review"}]

You can add more than one different condition in a comma separated bracketed list.

The following is evaluated as an AND condition when using "initial" and "state" conditions.

Code Block
"conditions":[{"state": "Review" },{"initial":true}]

The following is evaluated as an OR condition when using "final" and "state" conditions.

Code Block
"conditions":[{"state": "Review" },{"final":true}]

comma-separated list of conditions are enclosed in square brackets
each individual condition is enclosed in a set of curly brackets

For "state" condition only one state name value can be entered. Multiple state name values are not accepted.

Actions

A list of actions to perform once the event has occurred and the conditions are fulfilled. These actions include

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For example, the trigger action "change-state" causes a change of the state to the specified state if the provided parameters are valid.

Code Block
"actions":[{"action":"change-state","state":"Review"}]

There are two elements that must be present for the change-state action

define the action using [{"action":"change-state", ...
specify the destination state ..."state":"Review"}]

Versions Compared

Old Version 5

New Version 6

Key

Overview

Triggers

Example

Trigger action and page workflow document activity

Events

Conditions

Actions